Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,121 | $52,353-11.9% | $120,225-61.6% | $82,448-44.1% |
| Participation rate | 37.8% | 58.3%-20.5pp | 69.6%-31.8pp | 68.1%-30.3pp |
| Annual return | 13.70% | 61.85%-48.1pp | 439.23%-425.5pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,513 | $1,510+0.2% | $3,475-56.5% | $2,551-40.7% |
| Participant deferral / active EE | $3,762 | $2,627+43.2% | $3,999-5.9% | $4,139-9.1% |
| Admin fee / account holder | $702 | $4,363-83.9% | $5,696-87.7% | $7,234-90.3% |